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+1.33%
This Month
-11.06%
Year To Date
+151.8%
2 Years
+887.35%
5 Years
+1146.96%
10 Years
+57.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables53.14%
- 💻 Electronic Technology46.85%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.99%
Dividends
Dividend Yield
0.01%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.01% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.9/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
3.17
3.17
0
1
2
4
4
Jensen's Alpha
42.81
42.81
-2
0
2
43
43
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
3.95
3.95
0
0.75
1.25
4
4
Information Ratio
1.08
1.08
0
0.3
0.6
2
2
Calmar Ratio
1.97
1.97
0
0.3
0.6
2
2
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
3.17
3.17
0
1
2
4
4
Jensen's Alpha
42.81
42.81
-2
0
2
43
43
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
3.95
3.95
0
0.75
1.25
4
4
Information Ratio
1.08
1.08
0
0.3
0.6
2
2
Calmar Ratio
1.97
1.97
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
47.65
High:
TSLA
354.33TSLALow:NVDA
35.86NVDADetails
PEG Ratio
54.24
High:NVDA
54.24NVDALow:NVDA
54.24NVDADetails
Price/Book
23.53
High:NVDA
27.16NVDALow:TSLA
17.41TSLADetails
Price/Sales
17.92
High:NVDA
19.89NVDALow:TSLA
14.23TSLADetails
Price/CF
53.23
High:TSLA
107.92TSLALow:NVDA
44.64NVDADetails
Price/FCF
70.69
High:TSLA
255.88TSLALow:NVDA
55.44NVDADetails
P/E Ratio
47.65
High:TSLA
354.33TSLALow:NVDA
35.86NVDADetails
PEG Ratio
54.24
High:NVDA
54.24NVDALow:NVDA
54.24NVDADetails
Price/Book
23.53
High:NVDA
27.16NVDALow:TSLA
17.41TSLADetails
Price/Sales
17.92
High:NVDA
19.89NVDALow:TSLA
14.23TSLADetails
Price/CF
53.23
High:TSLA
107.92TSLALow:NVDA
44.64NVDADetails
Price/FCF
70.69
High:TSLA
255.88TSLALow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.93% | Jan 2025 | Aug 2025 | 7 |
-23.87% | Sep 2020 | Dec 2020 | 3 |
-19.09% | Aug 2023 | Dec 2023 | 4 |
-16.12% | Nov 2025 | - | 6 |
-11.17% | Feb 2021 | Jul 2021 | 5 |
-7.09% | Aug 2024 | Sep 2024 | 1 |
-6.09% | Apr 2023 | May 2023 | 1 |
-3.62% | Oct 2024 | Nov 2024 | 1 |
-2.7% | May 2024 | Jun 2024 | 1 |
-2.6% | Sep 2021 | Oct 2021 | 1 |